Cetera Advisors

When it comes to your business, success isn’t an event. It’s an ongoing process.

The Resources of a Big Firm, The Personalized Service of a Small One

We provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one, giving you the flexibility to run your business in a way that best meets your and your clients’ needs.

Financial Advisor Marketing

Marketing Support

Develop and oversee marketing communications and web strategy seamlessly.

Business Development

Grow your practice by focusing on the five measures of business success using our Pentameter® tool.

Wealth Management

Access our advisory and institutional-grade portfolio tools, education, and market research.

Service and Support

Streamline your workflow with our network of dedicated people, processes, and technology.

Blog

Your source for industry news, growth tools and resources, trending topics and best practice information that will propel your practice your way.

Read

Equity Investing Across Cycles

How economic cycles impact equity investing and which mutual funds to use for each part

Inside the Minds of Wealthy Women

What advisors need to know to attract and retain wealthy women.

How to Develop Loyal Affluent Clients

What are the key factors that make an affluent client want to commit to a financial advisor?

What Do Millennials Expect From Financial Advisors?

Do you have the correct processes and systems in place to attract, retain and serve millennials?

Establishing Enduring Relationships

5 steps to building long-lasting relationships with both members of a couple.

Marketing Made Simple

An easy guide to promoting your business.

Connecting Across The Ages

Millennials to inherit $41 trillion—will you inherit any?

Succession Planning Essentials

99% of practices go under when their founder retires.

Teaching Kids About Financial Responsibility

7 steps to help your clients teach their children about money.

Hiring A Junior Advisor - Made Simple

Is it time to consider hiring a junior advisor?

The Robo-Advisor Defense Plan

Matt Oechsli shares his five-point robo-advisor defense plan.

See what makes affluent clients stick around.

Buying a Practice

12 questions to ask before buying a practice.

Selling A Practice

10 questions to ask before selling a practice.

Explaining Your Move-Made Simple

Manage the conversation with your clients.

Best Practices of Elite Teams

How they generate 2X more Assets Under Management (AUM).

Advisor Testimonial

They give us the freedom to build our business the way we want it to be. They’re really a partner in our growth.

Ian Laterreur Ergaweath Advisors: Chicago, IL

Founded in 1981, Cetera Advisors LLC is an independent broker-dealer that has grown into a leading provider of services and products to financial professionals nationwide. We provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one. Most importantly, we give you the flexibility to run your business in a way that best suits your clients’ financial needs and objectives.